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    The Fundraising Co-Pilot
    The Fundraising Co-Pilot
    The Fundraising Co-Pilot
    Ebook93 pages1 hour

    The Fundraising Co-Pilot

    By Marc Huber

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    About this ebook

    The Fundraising Co-Pilot is a comprehensive guide for board members, volunteers, and fundraising professionals that gives readers the tools and information necessary to set-up and execute fundraising programs that work!

    Written by Marc Huber, a fundraising professional since 1998, the book covers topic such as case statement development, annual giving, major giving, planned giving, capital campaign fundraising, and board development.

    The book is easily accessible for beginners and with plenty information for more experienced fundraisers. The Fundraising Co-Pilot offers something for everyone, and will make your fundraising program a success!

    LanguageEnglish
    PublisherMarc Huber
    Release dateNov 17, 2016
    ISBN9781540106285
    The Fundraising Co-Pilot
    Author

    Marc Huber

    Marc Huber has been a fundraising professional since 1998, working for several mid-sized and national nonprofits, including the Rotary International Foundation, the American Library Association, and Indiana University-Purdue University Indianapolis (IUPUI). In addition, he has provided fundraising consulting services to a number of organizations since 2013, helping those organizations raise over $5 million during that time span. Marc Huber has a long track record of running campaigns that increased the number of donors and overall giving, and has been involved in creating campaign strategies and materials for annual, capital, and planned giving campaigns. He has conducted fundraising training seminars for volunteers, and collaborated with volunteer leaders on major gift asks. Marc Huber is available for strategic advice, board and volunteer training, assessments of campaigns and programs, and direct support for planned and ongoing fundraising initiatives.

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      Book preview

      The Fundraising Co-Pilot - Marc Huber

      Introduction

      Whether you’re a supporter of a nonprofit, a board member, volunteer, or paid staff member, at some point you will hear about the need of the organization to raise money, or be recruited to support the fundraising effort. Asking others for money is an idea that many people are not entirely comfortable with – but there are ways to talk about fundraising and implement fundraising programs that can make the process much more accessible and even enjoyable.

      I believe that most people dislike the idea of fundraising because they view it as a form of begging. They believe that they are somehow putting the other person out by asking them for money. Over these next few chapters, I will show you that fundraising is something worth doing with pride, and something that everybody can do. Being involved with fundraising allows you to help advance a cause you care deeply about. Good fundraising creates opportunities to share the mission of an organization with others. Through fundraising, we can invite others to create new opportunities for individuals, better our community, and improve the world around us. It is truly something to feel good about.

      I have been involved with fundraising since 1998: from processing gifts, to running mail and phone campaigns, to making personal requests for five and six-figure gifts. With this book, I am hoping to share some of the nuts and bolts that make up a good fundraising program, and outline techniques and strategies that have proven successful.

      Most of all, I hope this book will inspire you to invite others to share in your passion and your favorite cause.

      Let’s Get Started

      This chapter is the big one. This is where it all begins, where we define why we do what we do – as fundraisers, as board members and volunteers, or as members of the staff. If you don’t read any other chapter besides this one, that’s alright. No other chapter will be as important.

      It all begins with the mission of your organization. Everything we do, we do because of our mission, and everything we don’t do is also because of our mission. It defines our goal as well as our boundaries. Both are critical: one provides guidance and direction, the other prevents mission creep – meaning it keeps the organization from taking on activities that aren’t really in line with its core mission. Mission creep or deviation from our core values can result in loss of focus and support.

      There are different approaches to a good mission statement. Some say it needs to be short enough so everyone can memorize and readily repeat it. Others say it ought to be as long as it needs to be. No matter the length, a good mission statement includes two key components: a defined goal or objective (what the organization tries to achieve), and the core belief or beliefs that drives the effort.

      As much as the mission of an organization has the potential to engage donors, it can also turn them away. That’s okay. We want to engage donors who are just as excited about and invested in our cause as we are. If someone does not share the same values or has no interest in what we are trying to do, then it benefits no one to spend time engaging with them. That makes the mission statement the perfect filter to help us identify the people we really want to connect with: it becomes addition by subtraction. You don’t waste time, energy, and resources on individuals who are unmoved by your cause, and who would not give regardless of the circumstances.

      As a fundraiser (paid or volunteer), it is important to have this conversation with the director and key leaders about what the main objective and the core beliefs of the organization are. Is the main goal or objective well-defined? Are you able to paraphrase it and still get to the essence of it (We at Little Angels Animal Shelter are trying to..., What we want for the students at Kensington College is...)?

      Next comes a clarification of the organization’s core belief: why we do what we do. Start with the mission objective, and ask a series of So what? questions. (If it works better for you or your organization, feel free to substitute So what? with Why?)

      The first few questions will be easy. After that, the exercise becomes a bit more challenging and thought-provoking. Asking these questions can be hard, but it is absolutely essential for every fundraiser to go through this process, because these are the same questions every potential donor – consciously or subconsciously – will have.

      Let’s use a campaign for a building expansion as an example:

      We want to build a new expansion to our 80 year-old library. – So what?

      Because our community has grown and the new building no longer meets the needs of our patrons. It’s too small and not wheelchair accessible. – So what?

      Being able to provide adequate library services to all people in our community is critical, because we are the only resource like it within a 40 mile radius. – So what?

      People need library services and access to the resources we offer. – So what?

      Because public libraries can provide essential resources and information to individuals and families who might not otherwise have access to them. – So what?

      Equitable access to resources and information helps create more opportunities for everyone. – So what?

      Giving everyone more opportunities means they can grow as individuals. That’s good for them, and for our community. – So what?

      We can continue to drill down further, but what should become clear by now is that the conversation has moved away from something specific (building a library expansion) to something more abstract and universal (self-fulfillment, stronger communities).

      In this particular case, libraries remove barriers and provide access to information, learning, and knowledge. The core belief that drives libraries is that access to information helps people learn and grow, and that this kind of access should be a public good. Anyone willing to seek information to learn and grow should be able to do so, and it should not be limited to only those with money or special privileges. By democratizing access to resources and information, libraries can have a very positive impact on

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